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      Fisher Investments

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      Investment Counselor Interview

      Jun 25, 2024
      Anonymous employee
      Plano, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. I interviewed at Fisher Investments (Plano, TX) in Jun 2024

      Interview

      Overall, I thought it was a very thorough interview process. I did not find it too difficult, nor did I feel a lack of professionalism from any of the hiring managers. I was recruited to join Fisher, and it starts with an introductory call from a recruiter. During this call, the recruiter explains the role and explores whether or not you would be a good fit. They then require you to submit a formal application, after which they decide if you would be a suitable candidate. I received a second call to schedule the next interview. Prior to this interview, they sent over some of Fisher's beliefs and a client profile. Your task is to incorporate your understanding of Fisher's beliefs with a client who is feeling uncertain about the market. This part of the interview may be challenging for some. The interview was nearly two and a half hours long and was split into three segments: an interview with Hiring Manager number one, which included a mock call; an interview with Hiring Manager number two; and a final interview with Hiring Manager number three. The first segment was the longest because it included the mock call. They give you plenty of time to study the client profile and their service/management beliefs beforehand. One thing I will say is that I was very familiar with their business model as I came from an active management fee-based RIA. Even if that is the case for you, I would still recommend studying their model and preparing for many questions prior to the interview. I've listed some of those below. My recommendation would be to learn about their management style and their service prior to the interview. Here's a hint: Global Macro Top Down. If you understand this and have some market knowledge while incorporating their beliefs, I believe you will excel in the mock call. Many of the interview questions were repeated among the different interviewers, but I had no problem with that. I have heard some say that one of the interviewers was unprofessional. I think I know who they were talking about, but I found them transparent and human more than anything. The interview ended, and they scheduled a background check to move on to the next and final interview the same day. I was told it would take a few days for them to reach out, but having received an offer from another firm at the same time, it helped expedite the process for me. The third call came, and an offer was made. Overall, I was very pleased with the process. The more time you invest in really learning their model, the more it benefits you, which should be the case especially if you want to work there. I heard from many of the hiring managers that they have numerous resources to help you be successful. I believe this to be true, especially given the fact that they provide you with commentary and information prior to the mock call—you just need to put in the work.

      Interview questions [2]

      Question 1

      Tell me about yourself please.
      1 Answer

      Question 2

      What would make us choose you over the three other individuals that we will be interviewing this week?
      1 Answer
      10

      Other Investment Counselor Interview Reviews for Fisher Investments

      Investment Counselor Interview

      Jul 2, 2026
      Anonymous Interview Candidate
      No offer
      Negative experience
      Average interview

      Application

      I interviewed at Fisher Investments

      Interview

      The initial phone interview felt incredibly rushed. Despite the position being marketed as a wealth management role, it is essentially a high-volume asset-retention phone center. The day-to-day focus is simply convincing clients not to transfer their money out of the firm rather than providing actual, comprehensive wealth management or tailored financial planning services. Very misleading job description.

      Interview questions [1]

      Question 1

      Explain a time you made a mistake and what did you do about it.
      Answer question

      Investment Counselor Interview

      Jun 8, 2026
      Anonymous Interview Candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fisher Investments

      Interview

      An initial phone interview was scheduled whereby they screen your qualifications and experience for the role based on your submitted resume. They want to hear your interest in fisheries investments non broker dealer approach to offering investment advice.

      Interview questions [1]

      Question 1

      Are you willing to relocate to the company’s Florida office to work as an investment counselor?
      Answer question

      Investment Counselor Interview

      Jul 7, 2026
      Anonymous employee
      Dallas, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fisher Investments (Dallas, TX) in Jun 2026

      Interview

      Overall process what a little lengthily but interview process was nothing to overly stress about. The first round was an initial screening, covering mostly the position itself and what to expect moving forward. The second-round interview did include a mock client call in which some material was provided beforehand to review.

      Interview questions [1]

      Question 1

      Why do you want to work at Fisher
      Answer question